Core Viewpoint - The competition between Xiaomi and Gree in the air conditioning market has intensified, with both companies disputing sales rankings and market shares [2][8]. Group 1: Sales Data and Market Share - According to data from AVC, as of July 2025, Xiaomi's online market share for air conditioners reached 16.71%, a year-on-year increase of 2.83%, while Gree's market share was 15.22%, reflecting a decline of 1.1% [6]. - As of August 17, 2025, Gree maintained a higher online market share at 17.71% compared to Xiaomi's 15.77% [8]. - In terms of sales revenue, Gree's online sales revenue share was 23.35%, significantly higher than Xiaomi's 14.82% [8]. Group 2: Industry Insights and Strategies - Industry experts suggest that sales data should be evaluated over a longer period and across all channels, not just online sales [9]. - Gree's offline market share for sales revenue was 29.42%, while Xiaomi's was only 0.26%, indicating a substantial gap [9]. - Gree is responding to competition by launching new AI-powered air conditioning products and adjusting supply prices to retailers, with some mid-range products seeing a price reduction of about 10% [10]. Group 3: Future Plans and Market Positioning - Xiaomi plans to expand its air conditioning production capacity, with a new factory in Wuhan expected to produce 3 million units annually by 2026, aiming for a revenue target of 10 billion yuan by 2030 [9]. - In the second quarter, Xiaomi's air conditioner shipments exceeded 5.4 million units, with a year-on-year growth rate of over 60% [10].

Core Viewpoint - The competition between Xiaomi and Gree regarding air conditioner sales rankings has intensified, with both companies exchanging public statements and data claims [2][8]. Market Performance - According to data from AVC, as of July 2025, Xiaomi's online market share for air conditioners reached 16.71%, a year-on-year increase of 2.83%, while Gree's market share was 15.22%, reflecting a decline of 1.1% [6]. - In contrast, as of August 17, 2025, Gree's online market share was reported at 17.71%, while Xiaomi's was 15.77%, indicating that Gree still leads in the online market [8]. - When considering sales revenue, Gree's share was 23.35%, significantly higher than Xiaomi's 14.82% [8]. Industry Insights - Industry experts suggest that sales comparisons should not be limited to short-term data but should consider annual performance and all distribution channels [10]. - In the offline market, Gree's sales revenue share was 29.42%, while Xiaomi's was only 0.26%, highlighting a substantial gap [10]. Strategic Responses - In response to competition, Gree has introduced new air conditioning products featuring AI dynamic energy-saving chips and has adjusted supply prices down by approximately 10% for some mid-range models [11]. - Xiaomi is expanding its air conditioning business, with plans to produce 3 million units annually by 2026 and aims for a revenue target of 10 billion yuan by 2030 [10].

空调业的新旧势力比拼，不仅看短期销量，还要是长期的质量、技术竞争。 小米、格力针对空调销量排名的"口水仗"继续升级。 8月25日，格力电器（000651.SZ）市场总监朱磊发微博称，邀请小米空调加入十年免费包修行列。而在几天前他曾因销量数据质疑小米。 此前有数据称，小米空调线上销量已超越格力。 具体来看，美的、小米、格力依次位列中国空调线上市场市占率前三。小米市占率16.71%，同比增长2.83%；格力市占率15.22%，同比下降1.1%。 小米集团公关部总经理王化转发相关微博并评论称"没想到新时代这么快就来了"。 8月16日，奥维云网发布2025年7月家电市场总结（线上篇），数据显示，7月小米空调线上销量超越格力。 但在8月18日晚，朱磊在微博上发文称，据奥维云网（AVC）数据，7月格力在线上市场仍然保持领先。 对于数据问题，第一财经记者当时在奥维数据罗盘看到，今年7月国内空调线上市场的销量排名，格力排在第二位，仅次于美的，市场份额为17.65%，而小 米排在第三位，市场份额为15.73%。 对于数据差异，有业内人士认为是因为奥维更改了统计口径，而且不知道这种更改是不是频繁的。 8月19日晚，小米集团（01 ...